We talk with David Gurr to discuss how due diligence should be conducted to achieve suitable client outcomes by Advisory Firms and Discretionary Investment/Fund Managers when they provide a joint service to a retail client.

We talk with David Gurr to discuss why suitability matters and the respective roles Advisory Firms and Discretionary Investment/Fund Managers should take when they form part of a joint service to a Retail Client.

We talk with Daryl Roxburgh, Global Head of BITA risk, to discuss exactly what suitability means, why it matters to private wealth and asset managers, and the tangible steps that can be taken to making suitability real for investing clients.

We talk with Andrew Simpson, Head of Post Trade Services at Euronext, to discuss what Blockchain technology actually is and its relationship with Bitcoin, and then consider how it might be a disruptive technology across the financial services sector and more specifically in post trade matching and settlement.